A section block is a reusable section that can be applied across an unlimited number of automations. With this feature, automation builders only need to create a section once and can then reuse it in other subsequent automations.
Overview
The "Use Section Block" guide explains how to create and manage reusable Global Forms in Smarter Drafter. Global Forms simplify the automation process by allowing users to develop and reuse standardised question sets across multiple automations, ensuring consistency and efficiency.
Learning Outcomes
By using this guide, you will learn how to:
- Create, organise, and manage section blocks for reusable question sets.
- Map fields in section blocks to contacts, roles, and default values for streamlined data entry.
- Incorporate repeating content, named ranges, and logic into section blocks.
- Link section blocks to Word templates using Dynamic Snippets.
- Import section blocks into Standard Forms to maintain consistency across workflows.